Portfolio Manager Jobs in Carmel, IN
A Portfolio Manager in the finance industry is responsible for managing investment portfolios for individuals or institutions. They make decisions about investment mix and policy, matching investments to objectives, asset allocation, and balancing risk against performance. Portfolio Managers also conduct research and analysis, select appropriate investments and manage day-to-day portfolio operations. This role requires a thorough understanding of financial markets, strong analytical skills, and the ability to make informed investment decisions.
Key skills for a Portfolio Manager include advanced mathematical abilities, strategic planning, financial acumen, and excellent communication skills. They should possess relevant certifications such as Certified Financial Planner (CFP), Chartered Financial Analyst (CFA), and Chartered Investment Counselor (CIC). Before becoming a Portfolio Manager, a professional might work as a Financial Analyst, Investment Analyst, or a Trader to gain the necessary experience and expertise in the field.
SAP - Plant Maintenance - Asset Manager - EAM - Senior Manager - Consulting - Location OPEN
- Indianapolis, IN (14 miles from Carmel, IN)
- 2 days ago
- Indianapolis, IN (14 miles from Carmel, IN)
- 2 days ago
Location: Anywhere in Country At EY, were all in to shape your future with confidence. Well help you succeed in a globally connected powerhouse of diverse teams and take your career wherever you...
Commercial Portfolio Manager I
- Indianapolis, IN (14 miles from Carmel, IN)
- 8 days ago
- Indianapolis, IN (14 miles from Carmel, IN)
- 8 days ago
The Commercial Portfolio Manager (Portfolio Manager) is primarily responsible for managing a portfolio of assigned relationships in adherence to Bank policies and procedures and in accordance with sound...
- Indianapolis, IN (14 miles from Carmel, IN)
- 9 days ago
- Indianapolis, IN (14 miles from Carmel, IN)
- 9 days ago
_What Portfolio Management contributes to Cardinal Health_** Portfolio management is responsible for assessing customer needs, market conditions and competition to inform business strategy. This...
Investment Portfolio Manager - CFA, CIMA, CFP
- Indianapolis, IN (14 miles from Carmel, IN)
- 12 days ago
- Indianapolis, IN (14 miles from Carmel, IN)
- 12 days ago
Job Description: At Regions, the Asset Management Portfolio Manager serves as a Portfolio Manager for assigned managed accounts....
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Vice President, STL Financing Portfolio Manager
- Fishers, IN (17 miles from Carmel, IN)
- 14 days ago
- Fishers, IN (17 miles from Carmel, IN)
- 14 days ago
About the Position: As a Single Tenant Lease (STL) Portfolio Manager (PM) you will provide general credit monitoring activities, administrative support and oversight to the banks commercial real estate...
Commercial Portfolio Manager III -Middle Markets
- Indianapolis, IN (14 miles from Carmel, IN)
- 15 days ago
- Indianapolis, IN (14 miles from Carmel, IN)
- 15 days ago
Description Summary: The Commercial Portfolio Manager III - Middle Market Banking will manage a book of business greater than $100MM+ in commitments and/or outstandings, and/or support a specialty area...
Remote Work- Indianapolis, IN (14 miles from Carmel, IN)
- 17 days ago
- Indianapolis, IN (14 miles from Carmel, IN)
- 17 days ago
Application Deadline: 06/29/2025 Address: 135 N Pennsylvania Street Job Family Group: Commercial Sales & Service Facilitates decisioning and analysis of all types of credit information to support...
Asset Management Portfolio Manager
- Indianapolis, IN (14 miles from Carmel, IN)
- 22 days ago
- Indianapolis, IN (14 miles from Carmel, IN)
- 22 days ago
Job Description: At Regions, the Asset Management Portfolio Manager serves as a Portfolio Manager for assigned managed accounts....
and Requirements General Description: The Personal Risk Specialist is an outside sales position focused on serving the unique insurance needs of affluent/high net worth clients. In addition to...
- Noblesville, IN (13 miles from Carmel, IN)
- 30+ days ago
- Noblesville, IN (13 miles from Carmel, IN)
- 30+ days ago
Join our team! We are hiring for the role of Capital Asset Manager in the Engineering Department. Essential Job Functions Oversees budgeting, forecasting, and financial planning related to asset...
Senior Commercial Banking Portfolio Manager
- Indianapolis, IN (14 miles from Carmel, IN)
- 45+ days ago
- Indianapolis, IN (14 miles from Carmel, IN)
- 45+ days ago
About this role: Wells Fargo is seeking a Senior Commercial Banking Portfolio Manager to support our Middle Market banking teams in Chicago, Detroit, and Milwaukee....
Associate Director, Portfolio Management - Lender Finance
- Indianapolis, IN (14 miles from Carmel, IN)
- 45+ days ago
- Indianapolis, IN (14 miles from Carmel, IN)
- 45+ days ago
Portfolio Managers balance supporting the Commercial Bank's growth while ensuring a scalable, well-managed business....
Remote Work- Fishers, IN (17 miles from Carmel, IN)
- 45+ days ago
- Fishers, IN (17 miles from Carmel, IN)
- 45+ days ago
This position provides guidance to less experienced Portfolio Managers....
Job Description In Strategy & Consulting we work with C-suite executives, leaders and boards of the world's leading organizations, helping them reinvent every part of their enterprise to drive...
Job Description At Strategy & Consulting, we work closely with C-suite executives and industry leaders to drive transformation across all areas of their businesses. Our mission is to help...
Demographic Data for Carmel, IN
Moving to Carmel, IN? Find some basic demographic data about Carmel, IN below.
Portfolio Manager Online Courses and Training Opportunities
Title Synonyms
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Salary for Portfolio Manager Jobs in Carmel, IN
Required or preferred licenses and certifications for Portfolio Manager positions.
Highest Education Level
Portfolio Managers in Carmel, IN offer the following education backgroundQualifications / Skill Sets
The following top skills are often required or desired to land a Portfolio Manager position
- Loss Control
- Asset Allocation
- FactSet
- Comprehensive Capital Analysis and Review
- Treasury
- Credit Underwriting
- BSA
- Commercial Lending
- Financial Statement Analysis
- Financial Statements
- Treasury Management
- Financial Modeling
- Derivatives
- Cash Flow Analysis
- Balance Sheets
- Fixed Income
- Commercial Real Estate
- Valuation
- Capital Markets
- Investment Management
- Credit Analysis
- Lending
- Financial Analysis
- Financial Services
- Client Relationships
- Underwriting
- Anti-Money Laundering
- Portfolio Management
- Risk Analysis
- Due Diligence
- Asset Management
- Finance
- Real Estate
- Reimbursement
- Accounting
- Risk Management
- Strategy Development
- Decision Making
- Analytical Skills
- Implementation
- Auditing
- Consulting
- Negotiation
- Written Communication
- Presentation
- Verbal Communication
- Mentoring
- Collaboration
- Documentation
- Reporting
- Budgets
- Bachelor's Degree
- Regulations
- Policy Development
- Microsoft Office
- Project Management
- Problem Solving
- Sales
- Microsoft Excel
- Research Skills
- Staff Supervision
- Organization
- Scheduling
- Leadership
- Communication Skills
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